Table of Contents

The basics of InTouch Follow-Up  

• What is InTouch Follow-Up?
• Icons
• Where to get help
• Homepage explanation

Agenda

• Appointments
• Phone Calls
• Tasks
• Overdue Items
• Different Agenda Views

Membership Opportunities

• Adding New Leads
• Searching for a Lead
• Trials (or multi-day guest passes)
• Not Interested Leads

Members and Sales

• The difference between a Member and a Sale
• Make Sale (Converting a Lead to a Member)
• Searching for a Member
• Expiring (or canceling) a Member

Guests

• Appointments 
• Walk-Ins
• Drop-In Tours
• Drop-In Workouts
• Guest Log

Calendar

• Calendar Views
• Block Your Calendar
• Setting your schedule of availability
• Group Calendars
• Scheduling an appointment from the Calendar tab

Emails

• Email Explanations
• Birthday Emails
• Unsubscribe Options for Text, Email and Phone Calls
• Email Unsubscribe link

Text Messaging

(Text message features vary by country).

• SMS Text Message Appointment Alerts
• Broadcast Text Messages (aka Text Blasts)
• 1-1 Text Message Conversations (aka Adhoc Texts)
• Automated Texts Messages based on Lifecycle (Day X Texts)
• Text Opt-In